Molly Kay Ottoson

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 09/2022 → 08/2025
  Stormys Tavern And Grille
  Northfeild, IL
• 05/2023 → 08/2023
  Wilmette Golf Club
  Wilmette, IL
• 04/2021 → 08/2021
  Fred's Garage
  Winnetka, IL
• 08/2017 → 05/2021
  Loyola Academy
  Wilmette, IL
• 08/2021 → 05/2025
  Miami University
  Oxford, OH
• 04/2018 → 06/2018
  Lickity Split Frozen Custard &Amp; Sweets Llc
  Chicago, IL
• 05/2023 → 06/2023
  Madden Restaurant Concepts Llc
  Wilmette, IL
• 06/2024 → 08/2024
  Marcus And Millichap
  Chicago, IL
• 10/2015 → 03/2017
  Northside Catholic Academy
  Chicago, IL
• 06/2017 → 08/2017
  Unemployed
  Wilmette, IL
• 08/2017 → 03/2018
  Loyola Academy
  Wilmette, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-06-04